Cornerstone Financial Partners’s Verizon VZ Stock Holding History

Cornerstone Financial Partners’s Portfolio VZ Stock Details VZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	$566K	Buy	10,661 +5,826	+120%	+$286K	0.19%	90
2017 Q3	$239K	Buy	4,835 +201	+4%	+$9.46K	0.09%	104
2017 Q2	$207K	Sell	4,634 -2,084	-31%	-$97.1K	0.08%	116
2017 Q1	$328K	Sell	6,718 -42,368	-86%	-$2.13M	0.11%	116
2016 Q4	$2.62M	Buy	49,086 +1,439	+3%	+$71.9K	0.84%	33
2016 Q3	$2.48M	Buy	47,647 +2,390	+5%	+$128K	0.87%	37
2016 Q2	$2.53M	Buy	45,257 +9,458	+26%	+$491K	0.9%	28
2016 Q1	$1.93M	Buy	35,799 +12,872	+56%	+$644K	0.75%	34
2015 Q4	$1.06M	Buy	+22,927	New	+$1.04M	0.39%	72

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cornerstone Financial Partners's VZ Position: Q4 2017 in Review

Cornerstone Financial Partners increased its Verizon (VZ) stake by 120% in Q4 2017, buying an estimated $286K and bringing the position to 10,661 shares worth $566K. The position accounts for 0.19% of the portfolio, ranked #90.

Cornerstone Financial Partners first reported a position in VZ in Q4 2015 and has held it in 9 quarters since. The position peaked at $2.62M in Q4 2016. 2,132 funds tracked by Wall St. Rank hold VZ as of Q4 2017.

Cornerstone Financial Partners held 10,661 shares of Verizon worth $566K as of Q4 2017.
Cornerstone Financial Partners bought 5,826 Verizon shares in Q4 2017, an estimated $286K.
Verizon made up 0.19% of Cornerstone Financial Partners's portfolio in Q4 2017, its #90 holding.
Cornerstone Financial Partners first reported a position in Verizon in Q4 2015 and has held it in 9 quarters since.
Cornerstone Financial Partners's Verizon position peaked at $2.62M in Q4 2016.
2,132 funds tracked by Wall St. Rank held Verizon as of Q4 2017.

Based on Cornerstone Financial Partners's 13F filing for Q4 2017, filed 22 Jan 2018.